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Economies

Out into the Unknown

The UK looks like it has voted to leave the EU. We see protracted political and economic uncertainty, leading to a weaker GBP, pushing inflation up, and a hit to growth. In a referendum recession, we expect easier monetary and fiscal policy.

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China: Are these trends sustainable?

We’ve seen some favorable headlines from China recently, including better-than-expected industrial activity. But the ‘green shoots’ we see in the Chinese economy are not likely to persist and I expect softness to resume in June or July

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View from Asia

The fires fuelling the region’s stock markets are not doused by the rains and will continue smouldering

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